Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who has been working in the accounting and finance industries for more than 20 years. Her expertise covers a ...
It goes without saying that technology has been a mass disruptor in every industry. In wealth management, fintech, as it’s referred to, has set the foundation for growth and efficiency with companies ...
New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...
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